There’s no shortage of articles explaining how cutting back on minor spending, like daily coffees, can help jump-start savings (or paying down debt), and while not spending as much on coffee will certainly help, it most likely won’t make or break a financial plan. The realest answer to the problem of wanting or needing to save more is to make…
Category: The Rundown
The Rundown: George Kinder’s Three Questions
George Kinder is the father of life planning and more in-depth and intentional financial planning process; I had the privilege to talk with George for an episode that will be on the podcast next week, but I couldn’t wait to share the three questions that he teaches in his book The Seven Stages Of Money Maturity. Give today’s Rundown a…
The Rundown: The Inverted Yield Curve Is Back In The News
Last July I did a Whiteboard Video about the inverted yield curve. Earlier this year I talked about the inverted yield curve on a couple of the Week In Review Videos. And today, the Rundown is about the inverted yield curve again. As talks with China appear to be going nowhere, for the time being, investors are re-evaluating their tolerance…
The Rundown: May’s Consumer Sentiment Reading
On Monday the University of Michigan’s Consumer Sentiment Index hit a fifteen year high at 102.4, with expectations of 97.5. Check out today’s Rundown to learn more about the index and why investors pay attention to the reading. Be sure to subscribe to RLS Wealth Management’s Rundown on Amazon Disclaimer: Nothing on this blog should be considered advice, or recommendations. If…
The Rundown: Student Loans Covered
Can you imagine graduating college, excited to head out into the workforce, but also a little nervous about the student loan payments you will soon be making–only to have the commencement speaker inform you he is covering the graduating class’s student loans through a grant? Well, the seniors at Morehouse College experienced this over the weekend. Check out today’s Rundown…
The Rundown: What’s Most Important To You
The stereotypical goals of retirement and college are important and often the focus of a financial plan, but the probably won’t bring the greatest satisfaction in your life. What about the other values and experiences that are important to you and your family? Are you planning for those? Do you even know what those are? In Friday’s RLS Wealth Management…
The Rundown: A Little Bounce And bitcoin
From the May 15th, 2019 RLS Wealth Management Rundown on your Alexa devices. As a quick follow up to Tuesday’s Rundown, the selloff Monday was met with nice bounce on Tuesday…I talk about why you shouldn’t get too excited about it. Bitcoin, with the little “b”, is on a nice little run this year, up over 100%, and I’m starting to…
The Rundown: Goldman Sachs To Buy United Capital
From the May 13th, 2019 RLS Wealth Management Alexa Flash Briefing: United Capital sells for $750 million to Goldman Sachs. One of the largest companies in the Registered Investment Advisor (RIA) world crosses over to Wall Street–what does this mean to advisors and clients of United Capital, along with other RIAs? I share my thoughts, which are strictly speculative right…